Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
*The previous fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. *We generally require a minimum account size of $25,000 for the Ambassador wrap- fee program. However, each IAR has the discretion to require a minimum account size less than $25,000. *The above fee schedule represents Carson Advisory Group’s portion of the advisory fee , which is the total for Ambassador accounts . *Each IAR has the ability to reduce fees based on total family or corporate relationship. Commonly, fees are discounted for nonprofit clients and 401(k)/Profit Sharing Plans.
Fee Estimator
Carson Advisory Group's annual advisory fee is based on a percentage of assets under management and is negotiable. The standard fee schedule is detailed in the brochure. Fees may be discounted for nonprofit clients and 401(k)/Profit Sharing Plans. The firm generally requires a minimum account size of $25,000 for the Ambassador wrap-fee program, but each IAR has the discretion to require a minimum account size less than $25,000. Accounts managed by other asset managers typically charge a manager fee that is in addition to the advisory fee we charge.
Areas of Practice
Advisor Information
Office location
470 Hill St., Athens, GA, 30601
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a board member for the Athens Area Homeless Shelter and an officer for the Athens Rotary Foundation, Inc, dedicating minimal time to the latter. He also works as an associate/employee and advisor for Carson Advisory Inc- DBA Carson Advisory Group, taking about half of Daniel's time.